DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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Registered advisor

C•••••• W••••••• K••••••••

Q•• F••••• W•••••• L••independent RIALake Mary, Fldual registrantIAPD 4074399

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Whit Kunzelman

At current firm

1 y

since Dec 16, 2024

In the industry

26 y

since Jan 11, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Q•• F••••• W•••••• L•• independent RIA current
since Dec 16, 2024 · Lake Mary, Fl
B•••• W•••••• L•• former
Oct 31, 2022 to Feb 14, 2025 · Atlanta, Ga
S••••• W••••• A•••••••• I••• no RAUM
Jan 3, 2013 to Jun 1, 2022 · Orlando, Fl
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Apr 13, 2011 to Nov 23, 2012 · Lake Mary, Fl
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated
May 27, 2009 to Jul 27, 2009 · Orlando, Fl
R•••••• J•••• F•••••••• S•••••••• I••• unclassified
Nov 26, 2007 to Jul 27, 2009 · Orlando, Fl
S••••••• I••••••••• S•••••••• I••• former
Aug 3, 2005 to Sep 20, 2007 · Orlando, Fl
U•• F•••••••• S••••••• I••• wirehouse
Apr 21, 2003 to Mar 14, 2005 · Orlando, Fl
O•••• F•• I••• former
Aug 16, 2002 to Apr 23, 2003 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

B•••• W•••••• L•• to Q•• F••••• W•••••• L••
left Feb 14, 2025, registered Dec 16, 2024 (-60 days) · RIA to RIA
S••••• W••••• A•••••••• I••• to B•••• W•••••• L••
left Jun 1, 2022, registered Oct 31, 2022 (152 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to S••••• W••••• A•••••••• I•••
left Nov 23, 2012, registered Jan 3, 2013 (41 days) · Other
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Jul 27, 2009, registered Apr 13, 2011 (625 days) · Other
R•••••• J•••• F•••••••• S•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
left Jul 27, 2009, registered May 27, 2009 (-61 days) · Other
S••••••• I••••••••• S•••••••• I••• to R•••••• J•••• F•••••••• S•••••••• I•••
left Sep 20, 2007, registered Nov 26, 2007 (67 days) · Other
U•• F•••••••• S••••••• I••• to S••••••• I••••••••• S•••••••• I•••
left Mar 14, 2005, registered Aug 3, 2005 (142 days) · Other
O•••• F•• I••• to U•• F•••••••• S••••••• I•••
left Apr 23, 2003, registered Apr 21, 2003 (-2 days) · Other

Signals

C•••••• W••••••• K•••••••• left B•••• W•••••• L•• for Q•• F••••• W•••••• L•• (registered 2024-12-16)
Feb 14, 2025 · Advisor changed firm · fact
C•••••• W••••••• K•••••••• left S••••• W••••• A•••••••• I••• for B•••• W•••••• L•• (registered 2022-10-31)
Jun 1, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address